CIK: 0001729303
申报总市值
US$9.0亿
仅显示前 200 大持股（共 281 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.13% | +0.16% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.64% | +0.42% | +24.15% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.12% | — | +4.57% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.14% | +228.24% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.59% | — | +343.73% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.35% | +0.11% | +447.81% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.03% | — | +3704.90% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.83% | — | +7.48% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 1.78% | — | +730.19% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.69% | — | +1.43% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.67% | -0.23% | +1.81% | |
| 12 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 1.65% | — | +65.44% | |
| 13 | PSI | Invesco Semiconductors ETF | ETF-其他 | 1.62% | — | -7.87% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.42% | — | +57.72% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.38% | — | +7.78% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.36% | +0.63% | +14.68% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.28% | +40.55% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.24% | — | +18.59% | |
| 19 | RSPG | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.22% | — | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.15% | -0.11% | +0.11% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +44.91% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.14% | — | +0.46% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.10% | — | +74.92% | |
| 24 | PTBD | Pacer Trendpilot US Bond ETF | ETF-其他 | 1.07% | — | -48.65% | |
| 25 | PWS | Pacer Wealthshield ETF | ETF-其他 | 1.06% | — | -3.29% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | — | +83.03% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.98% | — | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.96% | +0.20% | +5.88% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.95% | — | +323.50% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | -0.29% | +45.37% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.86% | — | +18.77% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.85% | — | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.83% | — | +100.47% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.81% | — | +190.64% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.81% | — | +0.58% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.78% | +0.40% | -8.67% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.76% | — | +218.68% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.73% | — | +14.76% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.72% | — | +57.43% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.71% | — | +81.14% | |
| 41 | VBND | Vident US Bond Strat ETF | ETF-其他 | 0.71% | — | +21.34% | |
| 42 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.67% | -0.15% | +1642.62% | |
| 43 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-其他 | 0.64% | — | -1.45% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | — | +302.45% | |
| 45 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.61% | — | -13.55% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.60% | -0.11% | — | |
| 47 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.59% | — | +3.12% | |
| 48 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.55% | — | — | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.55% | — | +43.84% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | +50.17% |